Strategic Financial Planning & Analysis Senior Associate (Remote) jobs in United States
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CBIZ Advisory Services ยท 4 hours ago

Strategic Financial Planning & Analysis Senior Associate (Remote)

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
date3+ years exp

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Senior Associate will support private equity backed portfolio companies by implementing strategic FP&A initiatives, facilitating decision making through forecasting models, and driving value with data and analytics during times of transaction and transition.

Accounting
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H1B Sponsor Likelynote
Hiring Manager
Claire Prado
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Responsibilities

Develop core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies
Design and implement reporting and forecasting models and analyses to instill ongoing performance management capabilities
Communicate and interface with key stakeholders including both company management (including C-suite) and private equity deal and operational teams to actively plan, manage, and execute on engagements
Support the development and deployment of actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead
Take ownership of functional work, which could include but is not limited to:
Budgeting/forecasting
Financial and operational reporting
Profitability analysis
Developing business processes
Data management

Qualification

Financial analysisData analyticsForecasting modelsBI ToolsExcel proficiencyAnalytical skillsPresentation skillsCommunication skillsTeamwork

Required

Bachelor's degree required
3 years of experience in related field
Must be able to work in a team environment
Presentation skills mandatory
Must possess analytical skills
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
Must be able to travel based on client and business needs

Preferred

3-6 years of experience in either consulting/advisory with a focus on finance strategy and operations, analytics, technology or performance improvement OR corporate FP&A/financial analyst, preferably with a middle-market private equity backed company
Intermediate knowledge of BI Tools or Data Analytics
Strong working knowledge of finance / accounting concepts such as financial statement mechanics
Demonstrated ability to present and support finance concepts to drive analysis and decisions (e.g., financial statement analysis, financial ratio application, and budgeting /forecasting)
Advanced proficiency in Excel
Strong business acumen and verbal / written communication

Benefits

Unique and comprehensive compensation package
Maximum bonus payout
Flexibility at work
Opportunities to enjoy evenings and weekends
Compensation increases
Full bonuses

Company

CBIZ Advisory Services

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CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide.
location
Cleveland, Ohio, US
people-size10001+ employees
web-link
https://www.cbiz.com/accounting-tax/services/advisory

H1B Sponsorship

CBIZ Advisory Services has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2021 (2)

Funding

Current Stage
Late Stage

Leadership Team

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Ben Anderson, CPA
Partner
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Martin Spector, CPA, JD
MANAGING DIRECTOR
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Company data provided by crunchbase